The UK’s private rented sector is undergoing a sharp repricing as landlords face higher taxes, tighter regulation, and rising financing costs. Estimates that the sector has “lost” £79bn capture a mix of falling investor appetite, reduced transaction activity, and downward pressure on the value of rental portfolios—changes that are reshaping supply, rents, and tenant choice. The result is a market where the economics of letting have become more fragile, and where policy decisions increasingly determine whether homes stay in the rental pool or exit to owner-occupation.
